Charles Bellows is a registered investment advisor at White Pine Capital LLC, based in Bloomington, MN, with 16 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 83 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Wealth Management Services Accounts. Fees negotiable over $25 million.
Fee Estimator
Location
3800 American Blvd West, Suite 645, Bloomington, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
White Pine Capital LLC
Previous Registrations
White Pine Capital LLC
State Registrations1 state
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